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WYip3
Member | Diamond Partner
Member | Diamond Partner
Member since ‎Oct 27, 2023
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Wai Yan Yip

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Activity

WYip3 on February 13, 2025
Log automated WhatsApp messages in contact activity timeline
Currently, when you trigger an automated WhatsApp message via a workflow, this message does not appear in the contact record under the activity timeline OR in the conversations inbox. If the contact replies, then it will appear in the conversations read more
Reply Idea Conversations Workflows
1 upvote
0 Reply
WYip3
Member | Diamond Partner
August 13, 2024
Reply to Quote Approval - Multiple Approvers
It has been more than 4 years since this idea was submitted but we're still not able to assign more than 1 approver per quote 😞 We have mult...read more
WYip3
Member | Diamond Partner
July 12, 2024
Reply to View Only & Core Seats are not able to view deal and ticket tags.
I agree 100%! The objective of "view-only" seats is missed entirely if we don't give supervisors and managers the ability to VIEW what's going on in ...read more
WYip3
Member | Diamond Partner
May 24, 2024
Reply to Ability to configure double-opt in email settings in multiple languages
We really need this feature to support multiple languages for the double opt-in email! This has been set to "In planning" since pre-covid. Can we ple...read more
WYip3 on May 23, 2024
Auto update line items based on signed quote and/or associated invoice
Our sales reps create multiple quotes for a single deal as part of their negotiation process with customers. When one of these quotes is signed and approved by the customer, we need the line items on that same deal to reflect the line items that wer read more
Reply Idea Deals Products and Quotes
1 upvote
1 Reply
WYip3 on April 15, 2024
Multi-step / multi-page pop-up forms
The legacy pop-up forms tool offered a paginated experience where users can go through a series of 3 steps to complete a form and receive a thank you message on the pop up form (see here: https://knowledge.hubspot.com/forms/create-pop-up-forms#call read more
Reply Idea CTAs
10 upvotes
0 Reply
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